Wealth Doctors

Neral -Matheran 24 Mar 2022 www.wealthdoctors.in

Job Title

Relationship Manager (Sales/Marketing)

Job City

Neral -Matheran

Company Profile

Wealth Doctors is a leading financial Coaching, advisory & distribution firm. The company is managing the investments and insurance requirements of its clients for more than 12 years. The company’s product basket includes mutual funds, corporate deposits, PMS, insurance, loan against securities, Direct Equity, etc.

Job Profile & Responsibilities

  • We are looking for candidates who have knowledge of the financial Market, MFs, Insurance, and Conducting Local market research to identify selling possibilities and evaluate customer needs.
  • Actively seeking out new sales opportunities through cold calling, networking, and social media. Setting up meetings with potential clients and listening to their wishes and concerns & closing the deals.
  • Communicating with existing clients on day to day basis to make sure that the services are delivered on time, Interacting with clients to identify the gaps /opportunities for further investments.
  • Willing to take target for growth orientation self as well as company.Experience in handling sales queries and Negotiations.

Prefered Qualifications

Graduate in any discipline; ideally, in commerce, etc with sales/marketing experience will be given more preference. If one has completed CFP, QPFP, NISM VA certified, it will be a distinct advantage.

Desired Candidate Profile

Excellent communication skills in Marathi & Hindi, English(added advantage) . Experience in sales/marketing is not a must but expected; Freshers welcome. Candidates from Central lines (Thane, Kalyan, badlapur,ambarnath, karjat will be preferred).

Additional Details

  •  The work environment is stress-free and is very conducive to learning & upgradation.
  • Additional performance-based incentives may be given

Salary Range

2 lakhs to 3 lakhs & more -Depending on candidate knowledge,skills and Experience.

How to Apply

support@wealthdoctors.in ; shoumya.finance75@gmail.com